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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,139 | $147,594-22.7% | $121,871-6.3% | $198,609-42.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 13.65% | 12.94%+0.7pp | 13.57%+0.1pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,054 | $3,007-31.7% | $2,731-24.8% | $5,055-59.4% |
| Participant deferral / active EE | $9,654 | $5,168+86.8% | $4,318+123.6% | $6,977+38.4% |
| Admin fee / account holder | $1,047 | $15,134-93.1% | $11,551-90.9% | $19,030-94.5% |